SCA
Southern Capital Advisors Portfolio holdings
AUM
$196M
1-Year Return
13.12%
This Quarter Return
+6.79%
1 Year Return
+13.12%
3 Year Return
+49.09%
5 Year Return
–
10 Year Return
–
AUM
$178M
AUM Growth
+$15.9M
(+9.8%)
Cap. Flow
+$5.49M
Cap. Flow
% of AUM
3.09%
Top 10 Holdings %
Top 10 Hldgs %
63.09%
Holding
80
New
7
Increased
44
Reduced
18
Closed
5
Top Buys
| 1 |
UnitedHealth
UNH
|
$1.9M |
| 2 |
iShares Core S&P US Value ETF
IUSV
|
$949K |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$555K |
| 4 |
Boeing
BA
|
$502K |
| 5 |
Microsoft
MSFT
|
$485K |
Top Sells
| 1 |
ServiceNow
NOW
|
$1.79M |
| 2 |
United Parcel Service
UPS
|
$374K |
| 3 |
Verizon
VZ
|
$282K |
| 4 |
3M
MMM
|
$232K |
| 5 |
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
|
$230K |
Sector Composition
| 1 | Industrials | 8.96% |
| 2 | Technology | 8.32% |
| 3 | Consumer Staples | 4.05% |
| 4 | Financials | 2.81% |
| 5 | Healthcare | 2.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Cisco
CSCO
$270B
| – | – |
-4,220
| Closed | -$201K |
|
|
77
3M
MMM
$81.5B
| – | – |
-2,273
| Closed | -$232K |
|
|
78
ServiceNow
NOW
$187B
| – | – |
-2,273
| Closed | -$1.79M |
|
|
79
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
$4.12B
| – | – |
-3,300
| Closed | -$230K |
|
|
80
Verizon
VZ
$186B
| – | – |
-6,844
| Closed | -$282K |
|